Position in SEVN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$172,899
-$34,943 QoQ
Shares Held
20,510
-18.9% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#34
of 93 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEVN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026ADAPT WEALTH ADVISORS, LLC holds $172,899 across 1 REIT - Mortgage name. SEVN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEVN |
Seven Hills Realty Trust
This page
|
20,510 | $172,899 |
All Filings in SEVN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,899 | 20,510 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $207,842 | 25,285 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $225,036 | 25,285 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $731,855 | 70,985 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||